BRIGHTPATH WEALTH ADVISORS LLC

BRIGHTPATH WEALTH ADVISORS LLC of CROFTON, MD is an SEC-registered investment adviser (CRD 164209). Regulatory assets under management: $69.6M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 164209
• Type: Registered investment adviser
• Location: 2138 PRIEST BRIDGE COURT, CROFTON, MD, 21114
• Phone: 443-274-6100
• Latest filing: 2026-03-23
• Regulatory AUM: $69.6M
• Discretionary AUM: $69.6M
• Clients: 4
• Accounts: 302

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164209 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search